Greenleaf Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
6,355
-1,344
| -17% | -$107K | ﹤0.01% | 484 |
|
|
2025
Q1 | $650K | Buy |
7,699
+1,066
| +16% | +$89.9K | 0.01% | 431 |
|
|
2024
Q4 | $513K | Sell |
6,633
-51
| -0.8% | -$3.95K | ﹤0.01% | 499 |
|
|
2024
Q3 | $574K | Sell |
6,684
-129
| -2% | -$11.1K | 0.01% | 479 |
|
|
2024
Q2 | $534K | Buy |
6,813
+260
| +4% | +$20.4K | 0.01% | 461 |
|
|
2024
Q1 | $566K | Sell |
6,553
-10
| -0.2% | -$863 | 0.01% | 440 |
|
|
2023
Q4 | $516K | Buy |
6,563
+66
| +1% | +$5.19K | 0.01% | 449 |
|
|
2023
Q3 | $468K | Sell |
6,497
-418
| -6% | -$30.1K | 0.01% | 455 |
|
|
2023
Q2 | $524K | Sell |
6,915
-160
| -2% | -$12.1K | 0.01% | 440 |
|
|
2023
Q1 | $526K | Sell |
7,075
-147
| -2% | -$10.9K | 0.01% | 441 |
|
|
2022
Q4 | $606K | Buy |
7,222
+112
| +2% | +$9.4K | 0.01% | 393 |
|
|
2022
Q3 | $513K | Buy |
7,110
+277
| +4% | +$20K | 0.01% | 393 |
|
|
2022
Q2 | $456K | Buy |
6,833
+60
| +0.9% | +$4K | 0.01% | 430 |
|
|
2022
Q1 | $497K | Sell |
6,773
-174
| -3% | -$12.8K | 0.01% | 419 |
|
|
2021
Q4 | $502K | Buy |
6,947
+245
| +4% | +$17.7K | 0.01% | 413 |
|
|
2021
Q3 | $432K | Buy |
6,702
+388
| +6% | +$25K | 0.01% | 445 |
|
|
2021
Q2 | $399K | Buy |
6,314
+340
| +6% | +$21.5K | ﹤0.01% | 466 |
|
|
2021
Q1 | $358K | Buy |
5,974
+429
| +8% | +$25.7K | ﹤0.01% | 481 |
|
|
2020
Q4 | $275K | Buy |
5,545
+21
| +0.4% | +$1.04K | ﹤0.01% | 489 |
|
|
2020
Q3 | $222K | Sell |
5,524
-93
| -2% | -$3.74K | ﹤0.01% | 487 |
|
|
2020
Q2 | $233K | Buy |
+5,617
| New | +$233K | ﹤0.01% | 464 |
|
|
2020
Q1 | – | Sell |
-4,338
| Closed | -$239K | – | 565 |
|
|
2019
Q4 | $239K | Buy |
4,338
+20
| +0.5% | +$1.1K | ﹤0.01% | 467 |
|
|
2019
Q3 | $247K | Buy |
4,318
+153
| +4% | +$8.75K | ﹤0.01% | 459 |
|
|
2019
Q2 | $241K | Buy |
+4,165
| New | +$241K | ﹤0.01% | 458 |
|
|
2018
Q1 | – | Sell |
-88
| Closed | -$6K | – | 630 |
|
|
2017
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 673 |
|
|
2017
Q3 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 673 |
|